Join a high-impact team that turns data into decisions for Wholesale Lending Services. You will shape strategy, elevate transparency, and partner with senior leaders to execute end to end

As a Wholesale Lending Services Finance and Business Management within our Finance team, you will lead a team that clarifies performance, financials, and capacity across WLS. You’ll partner closely with Operations, Finance & Business Management, and Data & Analytics to deliver executive-ready analysis and reporting. Your work will strengthen financial controls, enhance forecasting, and inform strategic decisions that impact clients and the firm

Job Responsibilities:

• Serve as a strategic advisor to WLS and F&BM leadership, shaping and communicating strategy, projections, and trends through executive-level presentations
• Design monthly and quarterly business and financial reporting packages that convey results clearly and succinctly for varied audiences
• Coordinate deliverables across business management, finance, operations, and product teams to support priorities and transformation initiatives
• Analyze complex datasets to produce insights and executive-ready narratives; translate analysis into clear presentations (e.g., Pitch Pro+)
• Partner on budgeting and forecasting for headcount and direct expenses in alignment with strategic goals
• Build and enhance capacity models across WLS functions; support activity-based costing to enable accurate allocations and client profitability insights
• Strengthen financial controls and data integrity to enable confident, timely decision-making by senior stakeholders

Required Qualifications, Capabilities, and Skills

• Bachelor’s degree in Business, Finance, Economics, or related field; MBA preferred
• Significant experience leading diverse teams and cross-functional initiatives in business management, operations, or consulting
• Advanced presentation and storytelling skills, simplifying complex topics for executive audiences
• Strong analytical skills with experience turning large datasets into actionable insights; high attention to detail and logical problem-solving
• Excellent project management, prioritization, and time management skills in fast-paced environments
• Demonstrated ability to build strong partnerships and influence stakeholders at all levels; outstanding written and verbal communication skills
• Self-starter with a high degree of ownership and independence, driving outcomes with quality and speed

Preferred Qualifications, Capabilities, and Skills

• Experience with capacity modeling and activity-based costing in lending or financial services operations
• Proficiency with executive presentation tools and data visualization; comfort creating executive-ready materials (e.g., Pitch Pro+)
• Background in wholesale lending or credit operations, with knowledge of performance metrics and cost drivers
• People leadership experience focused on coaching, development, and building high-performing teams